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Account Executive

•	Overachieved sales opportunities within the first quarter of the role by 101% in Q2, 110% in Q3 FY23 and strongly pacing towards to Q4 FY 23 sales targets
•	Qualifying over 275 leads with generating 2.04M revenue within 7 months
•	Onboarded successfully new member of the team

Senior Strategic Advisor

•	Supported LTS and LLS businesses across UK and Ireland, partnering and building strong relationships with Account Executives and Account Directors to connect members with high quality leads 
•	Overachieved sales opportunities within the first quarter of the role by 100% in Q4 FY 2023 followed by 114% in Q1 FY 24 
•	Drove the highest quality leads resulted in 920K revenue generation
•	Participated social committee, organized and managed events for STDs and wider LinkedIn

Strategic Advisor

Athora

•	Streamlined, improved and automated daily, monthly and quarterly tasks by identifying the duplicate areas and finding creative solutions, resulted in a reduction of monthly bank charges by 92.6% and daily operational tasks.
•	Leading the Investment teams’ transition to Monument through having an active role in transitioning project.
•	Delivered full virtual training with the aim of on-boarding to 2 new employees and cross-trained members of the finance team on all investment tasks
•	Managed portfolio analytics for €1.6B and provided insight to the senior management team to support business and planning decisions 
•	Created and delivered weekly, monthly and quarterly performance reports for the senior management team

Additional Responsibilities: Member of the Internal Funds Working Group, Secretary of Suspended funds Oversight Committee, Investment Rep on the Transition Team, Investment Rep on the Brexit Planning Group

Junior Investment Associate

•	Developed relationships with other areas of Athora Group for understanding of other aspects of the business strategy.
•	Created an SQL booklet for recurring business needs, resulted in a reduction of the external support cost.
•	Maintained strong working relationships with risk management and internal and external audit staff as appropriate.
•	Executed core financial processes, including vendor setup and payment, operational expenses, administration of the bank accounts and account reconciliations.
•	Developed, executed and complied with policies and procedures;

Investment Graduate

The Davin Clinic

•	Conducted frequent phone consultations with customers to schedule appointments and solve customer inquiries
•	Communicated proactively with customers
•	Demonstrated crisis management skills when dealing with patients in emergency situations
•	Preformed end of day balancing of cash, made sure all appointments were correctly logged

Receptionist

Establishing investment opportunities for LTS & LLS organizations with a customer centric approach by helping UKI clients to find right solutions 

Detail-oriented, target-driven, creative team player with 2 years of experience in financial services in the re-insurance industry with a passion for a technical sales career in a SaaS company. 

Results-driven and self-starting individual with excellent communication, planning & prioritizing and leadership skills. I have a competitive growth mindset coming from a passion for sports and a keen interest in the news and current affairs.

MSc Management graduate from the Michael Smurfit Graduate Business School who has a global vision, industry expertise and success in multi-cultural and fast-paced, high-energy environments.

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Mike McGann's Linkedin Analytics